Richard's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 22 )
Pensions ( 43 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 13 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 32 )
Financial Mentoring ( 12 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 11 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Up to £50k ( 9 )
Repeat review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Lake helped you since your last review?
Help and advice to stay on track for future options
Repeat review
by a verified client in Aberdeenshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Lake helped you since your last review?
Richard has helped me with advice on investments and pension planning, and also consolidation of my various investment and pension accounts. Richard has been very helpful with his advice, and his knowledge and professionalism would appear to be first class. And continues to do so.
Repeat review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Lake helped you since your last review?
He has explained how our pensions are growing and has given us ongoing advice .
Repeat review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Lake helped you since your last review?
Ongoing advice
Repeat review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Lake helped you since your last review?
We have regular catch ups where we discuss my circumstances and planning, I feel like he genuinely cares about my longer term future.